Silicon Hills Wealth Management’s Caterpillar CAT Stock Holding History

Silicon Hills Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$355K	Hold	1,443	–	–	0.2%	65
2023 Q1	$330K	Hold	1,443	–	–	0.2%	63
2022 Q4	$346K	Hold	1,443	–	–	0.26%	68
2022 Q3	$237K	Hold	1,443	–	–	0.19%	83
2022 Q2	$258K	Sell	1,443 -728	-34%	-$153K	0.19%	85
2022 Q1	$484K	Sell	2,171 -728	-25%	-$153K	0.31%	70
2021 Q4	$599K	Hold	2,899	–	–	0.37%	65
2021 Q3	$557K	Buy	+2,899	New	+$604K	0.38%	65
2020 Q1	–	Sell	-3	Closed	-$114	–	90
2019 Q4	$114	Buy	+3	New	+$419	0.09%	97

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Silicon Hills Wealth Management's CAT Position: Q2 2023 in Review

Silicon Hills Wealth Management held its Caterpillar (CAT) position steady in Q2 2023 at 1,443 shares worth $355K. The position accounts for 0.2% of the portfolio, ranked #65.

Silicon Hills Wealth Management first reported a position in CAT in Q4 2019 and has held it in 9 quarters since. The position peaked at $599K in Q4 2021. 2,321 funds tracked by Wall St. Rank hold CAT as of Q2 2023.

Silicon Hills Wealth Management held 1,443 shares of Caterpillar worth $355K as of Q2 2023.
Silicon Hills Wealth Management left its Caterpillar share count unchanged in Q2 2023.
Caterpillar made up 0.2% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #65 holding.
Silicon Hills Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 9 quarters since.
Silicon Hills Wealth Management's Caterpillar position peaked at $599K in Q4 2021.
2,321 funds tracked by Wall St. Rank held Caterpillar as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.